Commerzbank Aktiengesellschaft FI Raises Stake in GE Aerospace $GE

Commerzbank Aktiengesellschaft FI raised its holdings in GE Aerospace (NYSE:GE) by 7.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 81,109 shares of the company’s stock after purchasing an additional 5,531 shares during the quarter. Commerzbank Aktiengesellschaft FI’s holdings in GE Aerospace were worth $24,399,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in GE. Marquette Asset Management LLC acquired a new position in GE Aerospace in the 3rd quarter valued at about $26,000. Barnes Dennig Private Wealth Management LLC grew its stake in shares of GE Aerospace by 147.2% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company’s stock valued at $27,000 after purchasing an additional 53 shares during the last quarter. Bare Financial Services Inc increased its holdings in shares of GE Aerospace by 81.1% in the second quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock valued at $25,000 after purchasing an additional 43 shares during the period. Roble Belko & Company Inc raised its stake in shares of GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company’s stock worth $31,000 after purchasing an additional 51 shares during the last quarter. Finally, Lavaca Capital LLC raised its stake in shares of GE Aerospace by 1,666.7% during the second quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace Stock Down 0.4%

GE stock opened at $293.89 on Friday. The company has a current ratio of 1.04, a quick ratio of 0.76 and a debt-to-equity ratio of 1.00. The company’s 50-day moving average price is $305.09 and its 200 day moving average price is $292.46. GE Aerospace has a 52 week low of $159.36 and a 52 week high of $332.79. The company has a market cap of $310.00 billion, a P/E ratio of 36.10, a P/E/G ratio of 1.97 and a beta of 1.40.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. The company had revenue of $12.72 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period last year, the firm earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, January 26th. Shareholders of record on Monday, December 29th will be given a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Monday, December 29th. GE Aerospace’s payout ratio is presently 17.69%.

Key Headlines Impacting GE Aerospace

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: Q4 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
• Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
• Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
• Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
• Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
• Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
• Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes

Insiders Place Their Bets

In other news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. Royal Bank Of Canada boosted their price objective on shares of GE Aerospace from $300.00 to $340.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. TD Cowen boosted their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Susquehanna reissued a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. JPMorgan Chase & Co. lifted their price objective on GE Aerospace from $275.00 to $325.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday. Sixteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $318.41.

GE Aerospace Profile

GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.

Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.